Bank of America Merrill Edge Performance Manager- Mid Atlantic- Registered in Columbia, Maryland

Job Description:

LOB Job Description:

The Registered Performance Manager (PM) will work closely with sales leaders to ensure effective development and execution of strategies and tactics that drive sales in the Division. The PM creates competitive, customer-driven, sales plans to achieve and exceed sales objectives. PM is responsible to improve sales force effectiveness and productivity. The PM will ensure adherence of the sales force to regulatory, securities and supervision laws, policies and procedures. PMs conduct in-market visits to observe and/or role model routines/behaviors and provide coaching to improve skill set.

Primary Responsibilities

  • Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams (i.e GWIM, Small Business and Home Loans)

  • Meet regularly (virtually or in person) to observe sales activities, meet with leaders within the division and coach as needed

  • Monitor sales reporting and identify gaps/opportunities

  • Support effective on-boarding, training, and continuing education of sales associates.

  • Help reinforce compliance, supervision, and provide risk management support for Division and Leadership

  • Support leaders in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms

Required Skills

  • Series 7, 66, (Series 7 must be held for a minimum of 3 years)

  • Supervisory Licenses of an 8 or (9 and 10 combined) or possess a Series 4, 24, and 53

  • Proven track record of coaching and improving performance in others

  • 3+ years leading, coaching, and managing high performing sales teams within the financial services industry

  • Proven ability to drive integration across products and drive results through superior delivery and sales management

  • Proactively builds trusted relationships with key partners/clients

  • Ability to be a change agent and work in a fast paced environment

  • Experience in building effective client minded sales strategies which impact the business line

  • Projects enthusiasm, optimism, and determination

  • Communicates strategic business plans and tactical sales goals clearly and effectively at all levels

Preferred Skills

  • Undergraduate College Degree

  • Financial Center/Merrill Edge Management experience

Posting Date : 08/08/2018

Location :

Washington, DC, Farragut Square, 888 17th St Nw,


Bethesda, MD, 3 BETHESDA METRO CTR (MD9902),



  • United States

Travel : Yes, 50% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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